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NextEra Energy

2,145 hedge funds and large institutions have $109B invested in NextEra Energy in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 1,010 increasing their positions, 713 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $809M

42% more repeat investments, than reductions

Existing positions increased: 1,010 | Existing positions reduced: 713

20% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 108

0.18% less ownership

Funds ownership: 76.58%76.41% (-0.18%)

0% less funds holding

Funds holding: 2,1492,145 (-4)

3% less capital invested

Capital invested by funds: $113B → $109B (-$3.73B)

29% less funds holding in top 10

Funds holding in top 10: 7654 (-22)

Holders
2,145
Holders Change
-4
Holders Change %
-0.19%
% of All Funds
37.33%
Holding in Top 10
54
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-28.95%
% of All Funds
0.94%
New
130
Increased
1,010
Reduced
713
Closed
108
Calls
$1.25B
Puts
$809M
Net Calls
+$437M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1151
CIM LLC
New York
$1.26M +$185K +2,471 +19%
RCIM
1152
Red Cedar Investment Management
Michigan
$1.25M -$725K -9,663 -36%
HT
1153
Heritage Trust
Oklahoma
$1.25M -$239K -3,179 -16%
VWA
1154
V Wealth Advisors
Kansas
$1.24M +$96.3K +1,283 +8%
NL
1155
NVWM LLC
Pennsylvania
$1.24M +$10.4K +138 +0.8%
MIP
1156
Marietta Investment Partners
Wisconsin
$1.24M
Wolverine Trading
1157
Wolverine Trading
Illinois
$1.24M -$86.7K -1,155 -6%
MSS
1158
Mitchell Sinkler & Starr
Pennsylvania
$1.23M -$21.5K -287 -2%
WA
1159
WBH Advisory
Maryland
$1.23M -$16.7K -223 -1%
GC
1160
Grimes & Company
Massachusetts
$1.23M +$18.6K +248 +1%
SFP
1161
Sandbox Financial Partners
Maryland
$1.23M -$3.15K -42 -0.2%
MA
1162
Mutual Advisors
Nebraska
$1.23M -$200K -2,668 -14%
CAM
1163
Covenant Asset Management
New Jersey
$1.23M +$10.2K +136 +0.8%
ITIM
1164
Indiana Trust & Investment Management
Indiana
$1.22M +$71.6K +954 +6%
DT
1165
Diversified Trust
Tennessee
$1.22M -$551K -7,336 -31%
NB
1166
Northwest Bancshares
Pennsylvania
$1.21M +$28.9K +385 +2%
RSWM
1167
Robertson Stephens Wealth Management
California
$1.21M +$76.5K +1,019 +7%
FNBOMD
1168
First National Bank of Mount Dora
Florida
$1.21M -$274K -3,651 -18%
XT
1169
XTX Topco
Cayman Islands
$1.21M +$1.24M +16,491 New
AF
1170
Advisornet Financial
Minnesota
$1.2M -$81.7K -1,088 -6%
BS
1171
Bessemer Securities
New York
$1.2M
JCM
1172
Janney Capital Management
Pennsylvania
$1.2M +$30.6K +408 +3%
RIL
1173
Rothschild Investment LLC
Illinois
$1.2M -$9.38K -125 -0.8%
SCI
1174
Stableford Capital II
Arizona
$1.2M +$54.5K +726 +5%
DL
1175
DOHJ LLC
Washington
$1.2M -$1.73K -23 -0.1%

NEE Hedge Fund Activity: Q2 2021 in Review

2,145 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2021, worth a combined $109B — down 3.3% from $113B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new NEE positions and 108 closed out — a net gain of 22 holders — while 1,010 added to existing stakes and 713 trimmed.

The largest buyer was Capital World Investors, adding an estimated $264M. The largest seller was Fidelity Investments, cutting an estimated $468M.

  • 2,145 institutional investors held NextEra Energy (NEE) as of Q2 2021, down from 2,149 in Q1 2021.
  • Funds reported $109B of NextEra Energy stock for Q2 2021, down 3.3% quarter-over-quarter.
  • 130 funds opened new NextEra Energy positions in Q2 2021 and 108 closed out, a net change of +22 holders.
  • The largest NextEra Energy buyer in Q2 2021 was Capital World Investors, an estimated $264M added.
  • The largest NextEra Energy seller in Q2 2021 was Fidelity Investments, an estimated $468M sold.

Based on aggregated 13F filings for Q2 2021.